Insurance isn’t just for protecting your family in the event of premature passing. In a complete financial plan, managing risk, preparing your estate, and investing in the most tax-efficient way possible can often require the use of insurance policies.
Depending on your needs, here are some of the reasons insurance may be essential:
- Liability insurance
- Protecting your family
- Leaving a legacy (charitable giving)
- Protecting against a loss of income
- Estate Planning
- Protecting your business
- Funding buy/sell agreements
- Key-employee insurance
- Enhancing estate value
However simple or complex your needs, we’re here to find the right policy for you.
*Insurance products and services provided through our Managing General Agent, Assante Estate and Insurance Services Inc.
